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ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 401k Plan overview

Plan NameROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN
Plan identification number 004

ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROCKY MOUNTAIN MORTGAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROCKY MOUNTAIN MORTGAGE, INC.
Employer identification number (EIN):820371416
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-04-01ROY GRICE
0042015-04-01ROY GRICE
0042014-04-01ROY GRICE ROY GRICE2015-06-15
0042013-04-01ROY W. GRICE
0042012-04-01ROY W. GRICE
0042011-04-01ROY W. GRICE
0042009-04-01ROY W. GRICE

Plan Statistics for ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN

401k plan membership statisitcs for ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN

Measure Date Value
2016: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-012
Total number of active participants reported on line 7a of the Form 55002016-04-010
Total of all active and inactive participants2016-04-010
Total participants2016-04-010
2015: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012
Total number of active participants reported on line 7a of the Form 55002015-04-012
Total of all active and inactive participants2015-04-012
Total participants2015-04-012
Number of participants with account balances2015-04-012
2014: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012
Total number of active participants reported on line 7a of the Form 55002014-04-012
Total of all active and inactive participants2014-04-012
Total participants2014-04-012
Number of participants with account balances2014-04-012
2013: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-012
Total number of active participants reported on line 7a of the Form 55002013-04-012
Total of all active and inactive participants2013-04-012
Total participants2013-04-012
Number of participants with account balances2013-04-012
2012: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012
Total number of active participants reported on line 7a of the Form 55002012-04-012
Total of all active and inactive participants2012-04-012
Total participants2012-04-012
Number of participants with account balances2012-04-012
2011: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-012
Total number of active participants reported on line 7a of the Form 55002011-04-012
Total of all active and inactive participants2011-04-012
Total participants2011-04-012
Number of participants with account balances2011-04-012
2009: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-012
Total number of active participants reported on line 7a of the Form 55002009-04-012
Total of all active and inactive participants2009-04-012
Total participants2009-04-012
Number of participants with account balances2009-04-012

Financial Data on ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN

Measure Date Value
2017 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-03-31$12,149
Expenses. Total of all expenses incurred2017-03-31$151,550
Benefits paid (including direct rollovers)2017-03-31$151,550
Total plan assets at end of year2017-03-31$0
Total plan assets at beginning of year2017-03-31$139,401
Other income received2017-03-31$10,109
Net income (gross income less expenses)2017-03-31$-139,401
Net plan assets at end of year (total assets less liabilities)2017-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$139,401
Total contributions received or receivable from employer(s)2017-03-31$2,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
Funding deficiency by the employer to the plan for this plan year2017-03-31$0
Minimum employer required contribution for this plan year2017-03-31$2,040
Amount contributed by the employer to the plan for this plan year2017-03-31$2,040
2016 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-03-31$2,816
Expenses. Total of all expenses incurred2016-03-31$0
Total plan assets at end of year2016-03-31$139,401
Total plan assets at beginning of year2016-03-31$136,585
Other income received2016-03-31$776
Net income (gross income less expenses)2016-03-31$2,816
Net plan assets at end of year (total assets less liabilities)2016-03-31$139,401
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$136,585
Total contributions received or receivable from employer(s)2016-03-31$2,040
Funding deficiency by the employer to the plan for this plan year2016-03-31$0
Minimum employer required contribution for this plan year2016-03-31$2,040
Amount contributed by the employer to the plan for this plan year2016-03-31$2,040
2015 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-03-31$10,106
Expenses. Total of all expenses incurred2015-03-31$0
Total plan assets at end of year2015-03-31$136,585
Total plan assets at beginning of year2015-03-31$126,479
Other income received2015-03-31$4,466
Net income (gross income less expenses)2015-03-31$10,106
Net plan assets at end of year (total assets less liabilities)2015-03-31$136,585
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$126,479
Total contributions received or receivable from employer(s)2015-03-31$5,640
Funding deficiency by the employer to the plan for this plan year2015-03-31$0
Minimum employer required contribution for this plan year2015-03-31$5,640
Amount contributed by the employer to the plan for this plan year2015-03-31$5,640
2014 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-03-31$28,242
Total plan assets at end of year2014-03-31$126,479
Total plan assets at beginning of year2014-03-31$98,237
Other income received2014-03-31$19,522
Net income (gross income less expenses)2014-03-31$28,242
Net plan assets at end of year (total assets less liabilities)2014-03-31$126,479
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$98,237
Total contributions received or receivable from employer(s)2014-03-31$8,720
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$8,720
Amount contributed by the employer to the plan for this plan year2014-03-31$8,720
2013 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-03-31$15,920
Total plan assets at end of year2013-03-31$98,237
Total plan assets at beginning of year2013-03-31$82,317
Other income received2013-03-31$14,000
Net income (gross income less expenses)2013-03-31$15,920
Net plan assets at end of year (total assets less liabilities)2013-03-31$98,237
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$82,317
Total contributions received or receivable from employer(s)2013-03-31$1,920
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$1,920
Amount contributed by the employer to the plan for this plan year2013-03-31$1,920
2012 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-03-31$8,160
Total plan assets at end of year2012-03-31$82,317
Total plan assets at beginning of year2012-03-31$74,157
Other income received2012-03-31$-440
Net income (gross income less expenses)2012-03-31$8,160
Net plan assets at end of year (total assets less liabilities)2012-03-31$82,317
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$74,157
Total contributions received or receivable from employer(s)2012-03-31$8,600
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$8,600
Amount contributed by the employer to the plan for this plan year2012-03-31$8,600
2011 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-03-31$7,669
Total plan assets at end of year2011-03-31$74,157
Total plan assets at beginning of year2011-03-31$66,488
Other income received2011-03-31$-211
Net income (gross income less expenses)2011-03-31$7,669
Net plan assets at end of year (total assets less liabilities)2011-03-31$74,157
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$66,488
Total contributions received or receivable from employer(s)2011-03-31$7,880
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$7,880
Amount contributed by the employer to the plan for this plan year2011-03-31$7,880
2010 : ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$7,560
Amount contributed by the employer to the plan for this plan year2010-03-31$7,560

Form 5500 Responses for ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN

2016: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingYes
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: ROCKY MOUNTAIN MORTGAGE, INC., MONEY PURCHASE PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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